Inflection Point

By BlockworksBusiness News Investing Business News Tech News

Inflection Point episodes

September 06, 2023 The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove & what we can learn from the most recent earnings season. To hear all this and more, you'll have to tune in!
--
Follow Cameron: https://twitter.com/CameronDawson
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
51 min
September 02, 2023 Grayscale's Victory vs The SEC | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
This week Mike & Mark discuss Grayscale's victory vs the SEC and what it means for the approval of a Bitcoin ETF. To hear all this & more, you'll have to tune in!
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
58 min
August 31, 2023 A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024.

Charles walks us through the potential setup he sees for 2024 & beyond in the Bitcoin & crypto markets tracking a number of key indicators including on chain data, the Capriole macro index, Bitcoin's halving schedule, hash ribbons & the wave of liquidity Grayscale's win vs the SEC could introduce as investors await a full Bitcoin ETF approval. To hear all this & more, you'll have to tune in!
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
(00:00) Introduction
(00:37) The Three Factor Model
(03:53) The Relationship Between Liquidity & Bitcoin
(06:35) The Bitcoin Halving
(11:23) Permissionless Plug
(12:34) Grayscale vs The SEC
(18:05) Bitcoin's 10-Year Trajectory
(24:48) $COIN & $MSTR: Understanding Demand For Crypto
(30:48) Capriole’s Macro Index
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
40 min
August 26, 2023 The Zero Interest Rate Era Is Over, What Next? | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
—
This week, Mike & Mark discuss the slew of macro data over the past few weeks. We also deep dive into the sell-off in Bitcoin last week from $30,000 to $26,000, China's slowdown, the housing market & more! To hear all this & more, you'll have to tune in!
—
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
1 hr 7 min
August 23, 2023 The U.S Dollar Wrecking Ball In A China Shop | Michael Kao & Nick Glinsman
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
On today's episode of On The Margin, Michael Kao former hedge fund manager turned private investor & Nick Glinsman Co-Founder at Malmgren-Glinsman Partners join the show.

With every recent headline revolving around China, we invite two China watchers to the show for a deep dive on China's debt problem, real estate headwinds & battle with outright deflation. We discuss the impact of the "U.S Dollar wrecking ball", which has being swinging in Asia, and what "trouble" lies ahead for the U.S treasury market. To hear all this & more, you'll have to tune in!
--
Follow Nick: https://twitter.com/nglinsman
Follow Michael: https://twitter.com/UrbanKaoboy
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Referenced In The Show:

Geopolitics/Inflation/USD-Ball In A China Shop: https://www.urbankaoboy.com/p/re-geopoliticsinflationusd-ball-in

USD/China - The Donkey Kong Dollar Peg: https://www.urbankaoboy.com/p/re-usdchina-the-donkey-kong-dollar

Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed: https://www.urbankaoboy.com/p/re-inflationreal-estate-cre-trends

Mental Models-Destructive/Constructive Interference In Econ Cycles: https://www.urbankaoboy.com/p/re-mental-model-destructiveconstructive

USD Wrecking Ball - Whither Art Thou?: https://www.urbankaoboy.com/p/re-usd-wrecking-ball-whither-art

Inflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon: https://www.urbankaoboy.com/p/re-inflation-the-case-for-bear-steepeningwhy

Geopolitical Mosh Pits & Sovereign Debt Endgames: https://twitter.com/UrbanKaoboy/status/1578888215494156289

West Point Paper -- Part 1/4: https://www.urbankaoboy.com/p/west-point-paper-part-14?r=jt0hj
--
Timestamps:

(00:00) Introduction
(00:44) USD Wrecking Ball In A China Shop
(11:05) China’s 40-Year Boom Is Over
(26:13) Permissionless Ad
(27:24) What's Causing The Bond Market Sell-Off?
(36:56) Bull vs Bear Steepening: Making Sense Of The Yield Curve
(44:40) Blockworks Research
(45:27) Geopolitical Mosh Pits & Sovereign Debt Endgames
(58:06) The Sovereign Debt Endgame
(01:04:21) China's Impending Minsky Moment
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
1 hr 16 min
August 19, 2023 Housing Market Downturn Isn't Over
Follow Forward Guidance On Spotify: https://spoti.fi/3E0Nbio
Follow Forward Guidance On Apple: https://apple.co/3hXQu2F

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
This week Mike is on holiday, so we bring you a special episode of Forward Guidance hosted by Jack Farley with Ivy Zelman Founder and CEO of Zelman & Associates.
--
Follow Ivy Zelman on Twitter https://twitter.com/Ivy_Zelman
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
1 hr 1 min
August 16, 2023 The Fourth Turning: How Will It End? | Neil Howe
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
On todays episode Neil Howe, Author of The Fourth Turning & his latest book The Fourth Turning Is Here joins the show for a wide ranging discussion on the current generational cycle America finds itself in amidst the crisis phase of the fourth turning.

We dive deep into understanding the origins of a fourth turning, the economic & societal cycles throughout history rebuilding institutions. To hear all this & more, you'll have to tune in!
--
Referenced In The Show:

The Fourth Turning Is Here: What the Seasons of History Tell Us about How and When This Crisis Will End: https://www.amazon.com/gp/product/1982173734/

The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny: https://www.amazon.com/gp/product/0767900464/

https://www.fourthturning.com/

Bowling Alone: The Collapse and Revival of American Community: https://www.amazon.co.uk/Bowling-Alone-Collapse-American-Community/dp/0743203046

The Moral Equivalent of War: https://www.youtube.com/watch?v=bbNFKgNoWc0
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Neil: https://twitter.com/howegeneration
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
--
Timestamps:
(00:00) Introduction
(01:27) Origins Of The Fourth Turning
(12:38) Research Ad
(13:28) The Economic & Societal Cycles Throughout History
(21:38) Rebuilding Institution's During A Fourth Turning
(33:28) Permissionless II Ad
(34:40) Internal vs External Conflict During A Fourth Turning
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
49 min
August 12, 2023 China Slides Into Deflation, What Happens Next? | Round Up
We apologise for audio issues on todays episode!
—
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
—
This week, Mike & Mark take a deep dive into July's inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains disinflation, while China finds itself battling outright deflation.

How will China's economic slowdown impact the global economy & markets? To hear all this & more, you'll have to tune in!
—
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
54 min
August 09, 2023 The Blockworks Origin Story
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
Subscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2j
Subscribe To Empire On Apple: https://tinyurl.com/mv4frfv7
Subscribe To Empire On Spotify: https://tinyurl.com/wbaypprw
--
This is a special episode taken from the Empire podcast hosted by Blockworks Co-Founder Jason Yanowitz, private investor Santiago Santos & Framework Ventures Co-Founder Michael Anderson.
On todays episode we deep dive into the Blockworks origin story. We start at the very beginning in 2017, leading all the way through to 2023 & the ensuing 18 months ahead. We discuss the challenges of scaling a business, surviving March 2020, the evolving thesis for Blockworks' growth & trajectory and what it takes to build a great media business in the 21st century. To hear all this & more, you'll have. to tune in!
--
Follow Michael I: https://twitter.com/MikeIppolito_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Michael A: https://twitter.com/im_manderson
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
--
Timestamps:
(00:00) The Blockworks Start
(08:20) Entrepreneur Mindset Origination
(11:42) Determining Product Categories
(19:18) The March 2020 Pivot
(24:12) Competitive Landscape
(30:26) The Hiring Difference
(34:36) Cycle Sentiment Check-in
(39:24) Aligning Teams in Crypto
(43:37) Target Audience
(47:04) Permissionless
(48:30) Evolving Thesis Approach
(57:03) Narrative Pulse Check-in
(01:00:02) Crypto's Killer App
(01:02:38) Why Back Blockworks?
(01:13:11) The Biggest Mistake
(01:16:16) The DAO Thesis
(01:23:12) Staying Interested Advice
--
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1 hr 33 min
August 05, 2023 The Bond Market Wrecking Ball Shocks Markets | Round Up
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
This week, Mike & Mark discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ's yield curve control tweak & Fitch's downgrade from AAA to AA+.

Finally we walk through the highly anticipated earnings from Apple & Amazon, which saw mixed results leading to a bout of short term volatility in markets to end the week. To hear all this & more, you'll have to tune in!
—
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
1 hr 4 min

About Inflection Point

From the publisher's feed

Inflection Point is a weekly podcast for institutional professionals navigating crypto’s transition from a retail-driven market to a core component of global finance. Hosted by Blockworks Research…